Talent.com

Financial advisor trainee Jobs in Cincinnati, OH

Create a job alert for this search

Financial advisor trainee • cincinnati oh

Last updated: 1 day ago

Remote Personal Financial Advisor (Private Wealth)

Micro1North College Hill, Ohio, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Remote Financial Advisor (CFA or CFP)

Micro1Groesbeck, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Remote Financial Advisor (CFA or CFP)

Micro1North College Hill, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Remote Financial Advisor (CFA or CFP)

Micro1Cincinnati, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

HFA Financial Advisor Senior - Branch

HuntingtonCincinnati, OH, United States
Full-time

HFA Financial Advisor Senior - Branch.The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their sh... Show more

Insurance Agent Trainee

KemperCincinnati, OH, United States
Full-time

Location(s): Cincinnati, Ohio, Dayton, Ohio.Kemper is one of the nation's leading specialized insurers.Our success is a direct reflection of the talented and diverse people who make a positive diff... Show more

Financial Advisor

Northwestern MutualCincinnati, OH, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Fort Mitchell, Kentucky, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Financial Advisor - Retirement Plans

CAPTRUSTCincinnati, OH, United States
$100,000.00 yearly
Full-time

Join Our Team as a Retirement Plan Financial Advisor at CAPTRUST!.Are you ready to make a significant impact in the financial services industry? CAPTRUST is seeking engaging Financial Advisors to e... Show more

Branch Manager Trainee

HomeTeam Pest DefenseErlanger, KY, United States
Full-time

We're the Industry Leader Because of Leaders Like You.When you're an Orkin Branch Manager, you're the leader cultivating a team to deliver top-notch service from the industry leader with more than ... Show more

Financial Advisor

Lit at Night EnterprisesWyoming, Ohio, United States
Remote
Full-time

We are seeking a dedicated and client-focused Financial Advisor to join our esteemed firm.This role involves providing expert financial guidance and developing personalized strategies to help clien... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Erlanger, Kentucky, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Remote Personal Financial Advisor (Private Wealth)

Micro1Bridgetown, Ohio, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Remote Financial Advisor (CFA or CFP)

Micro1Elsmere, Kentucky, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Manager Trainee

MenardsCincinnati, OH, United States
Full-time

Exclusive Discounts for gyms, car dealerships, cell phone plans, and more!.Medical Insurance and Dental Plans.Start Building your Career with Menards Today!.Are you looking to start an exciting and... Show more

Events Coordinator Trainee

UNBOUND VENTURES COCincinnati, OH, US
$45,000.00 yearly
Full-time

Do you love live events, high-energy environments, and bringing brands to life in front of real audiences?.Our Cincinnati-based client is expanding, and we’re looking for an.This entry-level opport... Show more

CW Trainee

Cincinnati Children'sCincinnati, OH, United States
Full-time

At Cincinnati Children's, we come to work with one goal: to make children's health better.We believe in a holistic team approach, both in caring for patients and their families, and in advancing sc... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyCincinnati, OH, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Advisor - Rooted Financial Advisors | Cincinnati, OH

Thrivent Financial for LutheransCincinnati, OH, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

Remote Financial Advisor (CFA or CFP)

Micro1Fort Thomas, Kentucky, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted
People also ask
The cities near Cincinnati, OH that boast the highest number of financial advisor trainee jobs are:
Remote Personal Financial Advisor (Private Wealth)

Remote Personal Financial Advisor (Private Wealth)

Micro1North College Hill, Ohio, US
27 days ago
Salary
$80.00 hourly
Job type
  • Full-time
  • Remote
Job description
Personal Financial Advisor (Private Wealth)$80 - $110/hourpay

Required Skills

financial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)

About micro1

micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform.

Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Job Title: Personal Financial Advisor (Private Wealth)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management.
  2. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools.
  3. Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs.
  4. Communicate complex financial concepts in a client-centric, easily understandable way.
  5. Utilize strong judgment to balance immediate financial needs with long-term planning considerations.
  6. Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management.
  7. Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards.


Required Skills and Qualifications:

  1. 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients.
  2. Proven ability to build trust and rapport with high-net-worth or mass affluent clients.
  3. Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management.
  4. Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance.
  5. Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps.
  6. Exceptional judgment and decision-making capability in high-impact client scenarios.
  7. CFP, CFA, or equivalent credential required.


Preferred Qualifications:

  1. Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking.
  2. Exposure to AI-assisted financial planning tools or processes (helpful but not required).
  3. Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity.


Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.